Retirement Plan Service Associate
Core
Provide high-quality support by assisting internal associates and Financial Advisors with escalated inquiries related to retirement plan accounts, researching and resolving moderately complex issues.
Role type
Service Associate (Retirement Plans)
Builds
Client support and account resolution for retirement plans
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
IRA and IRS regulatory knowledge, customer service, data entry, problem solving, call center software operation
Preferred skills
Process improvement, data analysis, policy interpretation
Responsibilities
Provide timely phone support during high call volumes, diagnose issues and provide client-driven solutions meeting IRS requirements, conduct data entry and transaction processing, maintain files and records, navigate customer conversations using service frameworks
Seniority
Entry-level, close supervision
